SEI Investments
Links investment technology, operations, custody, and asset management for financial institutions and advisers.
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Profile
Provides investment-processing technology, trust-based custody, operations outsourcing, and asset management to banks, advisers, institutions, and investment managers. Revenue is led by technology and operations services, while asset-management fees remain a major stream; delivery spans service centers across several international markets.
Connects financial institutions and intermediaries with investment-processing technology, trust-based custody, operations outsourcing, and asset-management services. Core client segments—Investment Managers, Private Banks, Investment Advisors, and Institutional Investors—organize the offering.
Serves clients through centers in the United States, United Kingdom, Ireland, Canada, continental Europe, India, and South Africa. An enterprise model linking advice, asset management, and administration supports cross-business delivery and long-lived outsourcing relationships.
Revenue is driven mainly by technology and operations outsourcing, with asset-management fees forming the other major stream. Results depend on client asset levels and activity, while trust, custody, investment-adviser, data-security, and cross-border rules shape operations.
Company facts
Categories
Key statistics
Year to date +34.5% · Average volume (30d) 677.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 23, 2026 | UBS | Reiterate | Buy | $115 | $125 |
| Jul 23, 2026 | Piper Sandler | Reiterate | Overweight | $114 | $120 |
| Jul 13, 2026 | Piper Sandler | Reiterate | Overweight | $105 | $114 |
| Jul 6, 2026 | Raymond James | Reiterate | Outperform | $82 | $124 |
| Apr 29, 2026 | Raymond James | Target | $117 | $82 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $1.44 | $1.66 | +15.3% | $636.4M | $641.6M | +0.8% | −2.05% |
| Apr 22, 2026Q1 FY26 | $1.29 | $1.44 | +11.6% | $610.2M | $622.2M | +2.0% | +7.38% |
| Jan 28, 2026Q4 FY25 | $1.34 | $1.38 | +3.0% | $597.4M | $607.9M | +1.8% | +2.25% |
| Oct 22, 2025Q3 FY25 | $1.25 | $1.30 | +4.0% | $585.3M | $578.5M | −1.2% | +0.15% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $551.3M | $559.6M | $578.5M | $607.9M | $622.2M | $645.2M | |
| Gross profit | $435.3M | $301.1M | $310.3M | $313.7M | $503.9M | $523.1M | |
| Operating income | $157.1M | $148.6M | $160.0M | $161.6M | $189.1M | $200.6M | |
| Net income | $151.5M | $227.1M | $164.2M | $172.5M | $174.5M | $195.7M | |
| Diluted EPS | $1.17 | $1.78 | $1.30 | $1.38 | $1.40 | $1.59 | |
| Gross margin | 79.0% | 53.8% | 53.6% | 51.6% | 81.0% | 81.1% | |
| Operating margin | 28.5% | 26.6% | 27.7% | 26.6% | 30.4% | 31.1% |
Fiscal years (4-quarter sums)FY21 $1.92B · FY22 $1.99B · FY23 $1.92B · FY24 $2.13B · FY25 $2.30B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $421.2M · Total debt $67.9M · Total assets $3.32B · Shareholders' equity $2.50B
Dividends
Raised for 12 straight years — most recently to $0.52 from $0.49 in Dec 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 8, 2026 | Jun 8 | Jun 16 | $0.52 | |
| Dec 29, 2025 | Dec 29 | Jan 12 | $0.52 | raised from $0.49 |
| Jun 9, 2025 | Jun 9 | Jun 17 | $0.49 | |
| Dec 27, 2024 | Dec 27 | Jan 8 | $0.49 | raised from $0.46 |
| Jun 10, 2024 | Jun 10 | Jun 18 | $0.46 | |
| Dec 27, 2023 | Dec 28 | Jan 9 | $0.46 | raised from $0.43 |
| Jun 9, 2023 | Jun 12 | Jun 21 | $0.43 | |
| Dec 16, 2022 | Dec 19 | Jan 5 | $0.43 | raised from $0.40 |
Ownership
Shares outstanding 120.02M · Float 99.41M · 82.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.93M | 8.27% | 13F | Aug 7, 2026 |
| Loomis Sayles & Co L P | 8.48M | 7.07% | 13F | Aug 14, 2026 |
| Alfred P. Jr West · other: Chairman Emeritus | 6.82M | 5.68% | Form 4 | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 6.14M | 5.12% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 4.69M | 3.90% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 5, 2026 | Philip McCabe | officer: See Remarks | −5,043 | $105.50 |
| Aug 4, 2026 | Philip McCabe | officer: See Remarks | −24,957 | $105.04 |
| Aug 3, 2026 | Kathryn Mccarthy | director | −10,000 | $103.54 |
| Jul 28, 2026 | Carl Guarino | director | −10,000 | $103.20 |
| Jul 28, 2026 | Michael Peterson | officer: Executive Vice President | −25,000 | $102.05 |
Peers
- SS&C Technologies
Broad rival in fund administration and wealth technology
- State Street
Global-scale asset servicing and fund administration rival
- Northern Trust
Custody and operations competitor for institutional asset clients
- FIS
Private-bank and wealth-platform technology competitor
- Charles Schwab
Large RIA custodian and advisor-services platform rival
- BlackRock
Institutional OCIO and asset-management competitor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SEI Investments | $111.63 | −0.01% | $13.40B | 19.7 | 16.9 | 5.5 | +14.7% |
| SS&C Technologies | $83.42 | −0.02% | $19.57B | 24.0 | 11.2 | 3.0 | +10.4% |
| State Street | $193.32 | +0.01% | $53.51B | 17.1 | 13.5 | 2.3 | −30.2% |
| Northern Trust | $186.79 | +0.01% | $34.17B | 16.0 | 15.7 | 2.3 | −24.9% |
| FIS | $41.31 | −0.33% | $21.42B | 6.3 | 6.5 | 1.7 | +29.1% |
| Charles Schwab | $110.05 | −0.09% | $191.58B | 20.0 | 15.2 | 6.4 | +20.9% |
| BlackRock | $1,163.84 | −0.03% | $180.49B | 27.8 | 19.5 | 6.6 | +30.6% |
| Median | 18.5 | 14.4 | 2.7 | +15.6% |